PDI,SCHD Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

PDI,SCHD: Total Return Chart (with Dividends Reinvested)

Dividends Reinvested:

Fri 2012-05-25^? to Tue 2025-05-27	YTD Return	TR Price
PDI ^×	+6.46% 2025-05-27	3.462 TR 2025-05-27
PIMCO Dynamic Income Fund NYSE Mutual Fund
SCHD ^×	−2.98% 2025-05-27	4.806 TR 2025-05-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Fri 2012-05-25^? to Tue 2025-05-27	Overall Return	Exponential Trendline
PDI ^×	+246.20% +10.02%/yr	+8.24%/yr (R²=0.832)
PIMCO Dynamic Income Fund NYSE Mutual Fund
SCHD ^×	+342.15% +12.11%/yr	+12.27%/yr (R²=0.972)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Fri 2012-05-25^? to Tue 2025-05-27	Start Value	End Value
PDI ^×	$10,000.00 2012-05-25	$34,620.16 2025-05-27
PIMCO Dynamic Income Fund NYSE Mutual Fund
SCHD ^×	$10,000.00 2012-05-25	$44,215.17 2025-05-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year	PDI	SCHD
2025 (YTD)	+6.46%	−2.98%
2024	+17.21%	+11.66%
2023	+12.00%	+4.54%
2022	−16.99%	−3.26%
2021	+7.81%	+29.87%
2020	−9.96%	+15.03%
2019	+22.24%	+27.29%
2018	+7.35%	−5.56%
2017	+18.59%	+20.85%
2016	+17.28%	+16.45%
2015	+2.52%	−0.30%
2014	+20.30%	+11.69%
2013	+11.69%	+32.88%
2012	+22.28%	+11.39%
2011	—	+5.31%

Drawdowns

Fri 2012-05-25^? to Tue 2025-05-27	Current Drawdown	Worst Drawdown
PDI ^×	−5.14%	−46.47% 2020-03-23
PIMCO Dynamic Income Fund NYSE Mutual Fund
SCHD ^×	−9.40%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund